Taylor Stephens, Inc.

Taylor Stephens, Inc. (CRD# 110055) is a financial advisory firm headquartered in Dallas, TX. They manage $48,440,306 in 139 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $348,491
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Taylor Stephens, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Jeffrey R. Small
CRD#: 4199588
14241 Dallas Parkway, Suite 665, Dallas, TX 75254
96
Wealthminder
score

Jeffrey Small (CRD# 4199588) is an Investment Advisor Representative working at Taylor Stephens, Inc. in Dallas, TX and has over 15 years of experience in the finance industry. Jeffrey Small has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael J. Noel
CRD#: 2082516
14241 Dallas Parkway, Suite 665, Dallas, TX 75254
93
Wealthminder
score

Michael Noel (CRD# 2082516) is an Investment Advisor Representative working at Taylor Stephens, Inc. in Dallas, TX and has over 27 years of experience in the finance industry.

3
Kimberly A. Atchley
CRD#: 6335942
14241 Dallas Parkway, Suite 665, Dallas, TX 75254
90
Wealthminder
score

Kimberly Atchley (CRD# 6335942) is an Investment Advisor Representative working at Taylor Stephens, Inc. in Dallas, TX and has over 3 years of experience in the finance industry.

4
John A. Taylor
CRD#: 1754138
12720 Hillcrest Road, Dallas, TX 75230
83
Wealthminder
score

John Taylor (CRD# 1754138) is an Investment Advisor Representative working at Taylor Stephens, Inc. in Dallas, TX and has over 28 years of experience in the finance industry.

5
William K. Brinson
CRD#: 30774
Lake Kiowa, TX
51
Wealthminder
score

William Brinson (CRD# 30774) is an Investment Advisor Representative working at Taylor Stephens, Inc. in Lake Kiowa, TX and has over 26 years of experience in the finance industry.

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